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About Us

What We Strive For

What We Strive For

Huerta and Lynch began working together in 2013, and we are located in Coral Gables, Florida, in the vibrant Miami Metropolitan Area, we are proud to serve clients throughout South Florida. While we have plans to expand our business to other areas, our focus remains on building strong relationships with clients in the same geographic area. We believe that being close to our clients is essential to our personalized service model.

Our team takes great pride in offering a personalized approach to financial advisory services. Unlike many firms that prioritize selling specific products, we prioritize understanding our clients' needs and objectives. Our client-centric philosophy drives everything we do. We firmly believe that by truly comprehending each individual client's unique circumstances, we can develop tailored strategies that best help them meet their goals and objectives.

Why We Do What We Do

Why We Do What We Do

Our team never leads with a product. Instead, we lead with our clients' needs and objectives. Our goal is to empower our clients to make informed decisions that align with their values and aspirations. By providing a range of options, we ensure that clients have the opportunity to choose the strategy that works best for them and that they feel most comfortable with. This approach has been instrumental in fostering long-standing relationships with our clients, many of which span multiple generations.

Personalization is at the heart of our business model. We understand that every client is different, and we take the time to meet with our clients several times throughout the year. This regular interaction allows us to stay connected, adapt to changes in their lives, and continuously refine our strategies to help meet their evolving needs. We believe that this level of personalized attention sets us apart, and enables us to provide the highest quality of service.

As a team of experienced financial professionals, we are committed to putting our clients first. We strive to deliver exceptional value through our expertise, integrity, and dedication. Our clients' success is our success, and we are honored to be a part of their financial journey.

Thank you for considering us as your financial advisors. We look forward to the opportunity to serve you and build a lasting relationship based on trust, personalized service, and mutual success.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team